We are live on ! Find out more
CLOI icon

VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Symphony Financial
Texas
$660K +$5.87K +111 +0.9%
Truist Financial
102
Truist Financial
North Carolina
$654K +$81.8K +1,545 +14%
AWM
103
Ariadne Wealth Management
California
$653K +$654K +12,353 New
AC
104
AlphaCore Capital
California
$603K
TAM
105
TCP Asset Management
Ohio
$589K -$1.06K -20 -0.2%
KCM
106
Key Capital Management
Tennessee
$551K +$552K +10,439 New
Natixis Advisors
107
Natixis Advisors
Massachusetts
$549K +$550K +10,398 New
SSWM
108
Sheets Smith Wealth Management
North Carolina
$485K +$247K +4,675 +104%
EWL
109
Emissary Wealth LLC
New Jersey
$453K +$454K +8,587 New
LTI
110
Laffer Tengler Investments
Tennessee
$448K +$448K +8,475 New
SWP
111
Summit Wealth Partners
Florida
$443K
MFG
112
Mosaic Financial Group
Illinois
$381K +$4.02K +76 +1%
WWA
113
Wealth Watch Advisors
Colorado
$362K +$72.9K +1,377 +25%
QCM
114
Quantinno Capital Management
New York
$360K -$9.68K -183 -3%
RWB
115
RMR Wealth Builders
New Jersey
$355K +$356K +6,727 New
LI
116
LifeWealth Investments
Florida
$350K +$423 +8 +0.1%
PWG
117
Portside Wealth Group
Utah
$348K +$18.3K +345 +6%
FH
118
FWG Holdings
Florida
$339K +$338K +6,388 New
BWP
119
Balboa Wealth Partners
Arizona
$329K +$1.85K +35 +0.6%
AWA
120
Arkadios Wealth Advisors
Georgia
$319K +$41.9K +792 +15%
HFO
121
Heritage Family Offices
Arizona
$317K +$317K +6,000 New
BOSSRA
122
B.O.S.S. Retirement Advisors
Utah
$316K -$731K -13,819 -70%
DWS
123
Discipline Wealth Solutions
South Carolina
$315K +$57.4K +1,085 +22%
DAS
124
Dynamic Advisor Solutions
Arizona
$301K +$302K +5,701 New
IA
125
IFP Advisors
Florida
$299K +$92.5K +1,748 +45%